The Conservative Investor
3 weeks
7:00 – 9:30 p.m.
Session A: Wed, September 17 – October 1, 2008
Session B:  Wed, October 15 - October 29, 2008
Room 113; Bryan T. Hogan, CLU, CHFC, CFP, REBC
$45/person or $55/couple

You don’t have to take high risks to accomplish your financial goal, but you do need a plan.  This class is a money management seminar designed to help you do just that.  You will learn how to develop your own plan to coordinate all your financial affairs and work towards the accomplishment of your goals.   A local attorney will make a presentation regarding wills, trusts and how to title investments.  A CPA will discuss tax planning.

Long-Term Care – The Hidden Risk
1 week
7:00 – 9:30 p.m.
Session A:  Wednesday, October 8, 2008
Session B:   Wednesday, November 5, 2008
Room 113; Bryan T. Hogan, CLU, CHFC, CFP, REBC $25/person or $35/couple

If you want to have a comfortable retirement, you need to know about a new law which makes long-term care an essential ingredient to a successful retirement plan.  More than 66% of Americans will require long-term care – a probability higher than for car or homeowners insurance.  Yet, few Americans understand what it is or how it works.  We will talk about what long-term care is, how it works, who actually pays for LTC, what the ingredients are in a good LTC contract, and if there are other ways to protect yourself.